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Create assignment note on deal from form response

Create assignment note on deal from form response

Job intake form responses often live outside the deal, leaving bookings without photographer context. It attaches a formatted report to the deal so studio staff have full context same day.

Create assignment note on deal from form response

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Overview

Intake forms with shoot details often sit outside your CRM, forcing studio leads to hunt for context and delaying prep. This flow converts each submission into a formatted deal note and attaches it to the booking so studio managers see full shoot details same day.

Create assignment note on deal from form response